Addendum Two.pdf

PDF 243 KB Posted

Attached to
Employee Assistance Program (EAP) Services
Solicitation number
S-44300-00008777
Issued by
Marion County, Oregon

About this file

This document is an Addendum to a Request for Proposals (RFP) issued by the Oregon Educators Benefit Board (OEBB) for Employee Assistance Program (EAP) services under OregonBuys Bid No. S-44300-00008777. The RFP seeks proposals from qualified vendors to provide EAP services to employees of OEBB entities that participate in OEBB's EAP program. The Addendum provides answers to questions and requests for clarification, including details on the current EAP utilization, information on Attachment A, and clarification on the pre-proposal conference timing. It also formally amends the RFP to update the wording of a specific question in Attachment A.

The current EAP utilization data is provided, showing 2.4%-2.7% utilization for clinical cases, 2.6% utilization for work/life services cases, and 0.5%-1.7% utilization for employer services in recent plan years. The RFP does not require the proposed per-employee-per-month (PEPM) rate to be below $1.00, as long as it complies with the 3.4% cap on increases. Proposers are instructed to submit their responses through the Proposal Tech system, and the insurance requirements are noted as largely negotiable.

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OEBB EAP RFP

OregonBuys # S-44300-00008777

Addendum #2

This is Addendum #2 to OEBB’s EAP RFP under OregonBuys Bid No. S-44300-00008777. Part I of this Addendum provides answers to the questions and requests for clarification received thus far. Part II of this Addendum describes the specific portions of the RFP that are being amended, if any.

Part I. Responses to Questions and Requests for Clarifications

Item No.

Question / Request for Clarification Response Question / Request for Clarification Answered in…

1. Will you be providing utilization data?

We'd like to see at minimum EAP cases opened/ resolved over the last year. An Uprise utilization report would be very helpful.

OEBB plan years are defined as 10/1 to 9/30.

For the 2021- 2022 plan year, utilization was as follows:

• 2.7% utilization / 1,873 clinical cases (counseling, digital coaching and intake clinical support)

• 2.6% utilization / 1,796 work/life services cases (digital self-service, legal/financial referrals)

• 1.7% utilization / 1,216 employer services (manager referrals, manager consultations, CIR's, trainings, orientations, webinars)

For the 2022 to 2023 plan year, utilization was as follows:

• 2.4% utilization / 1,673 clinical cases (counseling, digital coaching, and intake clinical support)

• 2.6% utilization / 1,848 work/life services cases (digital self-service, legal/financial referrals)

• 0.5% utilization / 456 employer services (manager referrals, manager consultations, CIR's, trainings, orientations, webinars)

This Addendum #2

2. Where is Attachment A? Attachment A is titled “Questionnaire and Other Response Items.” Like all formal RFP documents, this has been posted to OregonBuys as a reference document. This Attachment A has also been posted to Proposal Tech as a reference document; however, responses to Attachment A items should be provided in Proposal Tech itself.

3. OEBB has ~71,456 employees. Most recent PEPM may have been 85c. If there is a cap of 3.4% on increases, The proposed Per Employee Per Month does not need to be below $1.00 Per Employee Per Month (PEPM). Please refer to Addendum #1, Item 1.

Addendum #1 (issued 12/8/2023)

Item No.

Question / Request for Clarification Response Question / Request for Clarification Answered in… then max PEPM possible is 88c.

Please confirm that this constraint is true. That you need a PEPM that is below $1.00.

4. Can you share the current PEPM they are paying? and how many hours they currently have in place for CIR? Thank you!

OEBB does not believe Proposers need current EAP PEPM costs to develop and submit a competitive Proposal. Therefore, OEBB declines to provide the current PEPM cost information at this time. That said, please note that the current PEPM costs include 1-2 hours of initial Critical Incident Response (CIR) activities. Furthermore, Entities may purchase additional CIR hours either during the annual entity election period at a discounted hourly rate OR on an as-needed basis at the full hourly rate.

Please note that for purposes of this RFP, CIR hours and their associated pricing should be based on the guidelines provided in Attachment B.

5. Good afternoon, Will you please provide EAP utilization for 2022 and YTD 2023?

Thank you!

Please see response to Item #1 above. This Addendum #2

6. Would you kindly clarify what time zone is referred to for the meeting?

As a reminder, the Pre-Proposal Conference will take place on December 14, from 2:00pm to 3:00pm, Pacific Standard Time.

Dial-in information can be found in the document entitled:

"PreProposalConferenceAgendaAndMeetingInformation.pdf", which is available as an attachment in Proposal Tech and on OregonBuys.

Thanks, OEBB EAP RFP Team

Answered in a notice sent out via Proposal Tech on 12/13/2023

7. You highlighted the importance of accessibility and diversity, but I didn't see in the standards any place that would give us a measure or some

Proposer access and diversity capabilities will be assessed based on their responses to the relevant sections of the Attachment A questionnaire. Please see Section 4.13 of the Main RFP document for more information about how this RFP will be weighted and scored. .

No.

Question / Request for Clarification Response Question / Request for Clarification Answered in… understanding about how you're going to measure these responses to that investment in accessibility and diversity.

Please note that Proposers are to submit their responses to this RFP via Proposal Tech. As noted above, however, OEBB has posted all formal RFP documents as reference documents to both OregonBuys and Proposal Tech.

8. Curious if the insurance requirements are negotiable or necessary?

Particularly the physical abuse/molestation as we referred folks to services and/or give care virtually. These are typically subcontractors of us.

The insurance requirements in Exhibit D of Attachment C are largely negotiable, including the provision related to the Physical Abuse and Molestation Insurance requirements. (See Attachment A, Section 4.5.7.)

Addendum #2

9. Could you just describe a little bit more about the kinds of entities that would partake in this?

OEBB is predominantly composed of educational entities including K-12 school districts, education service districts, and community colleges, as well as some local governments. OEBB entities can elect to participate in the EAP program annually. Please also see Section 1.2 of the Main RFP Document.

10. What are you happy with regarding your current vendor and what you would like to see improved?

To better understand the OEBB Board’s priorities, please refer to Section 4.13, SCORING / WEIGHTING, of the Main RFP Document.

11. Do you have any experience/utilization data from your current EAP provider that you can share?

Please see response to Item #1 above. This Addendum #2

No.

Question / Request for Clarification Response Question / Request for Clarification Answered in…

12. Question 2.1.4 is framed as an either/or but answers are yes/no, can this be clarified?

Question 2.1.4 has been updated in Proposal Tech to address this concern. This Addendum #2, Part II

13. Is this the only opportunity for Proposers to hear each other’s questions?

While the Pre-Proposal Conference is the only opportunity for Proposers to hear one another’s questions live, all Proposers will have access to published Addenda, which will include the questions asked and answers provided related to this RFP.

Part II Formal Amendments to RFP Documents

OEBB’s RFP under OregonBuys Bid No. S-44300-00008777 is hereby amended as follows (the change will either be described or, if needed, specific language changes will be reflected by deletions being denoted by strikethroughs and additions being denoted by underlined language):

1. Attachment A, Question 2.1.4, is amended to read as follows:

“2.1.4 Are members responsible for reaching out to a list of Network Providers given? (yes or no). Provide specific details are there if alternative mechanisms for members to connect with care are provided and if these alternative mechanisms are standard and included in the financial proposal.

No space for details provided.

Single, Radio group. 1: Yes, explain: [ 200 words ] , 2: No, explain: [ 200 words ]”

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